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Disclosery

CGBL CAPITAL GROUP CORE BALANCED

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SHS (fund)

315 managers (321 13F filers) reported a position in CGBL shares at 2026-03-31, 117,223,779 shares in all. 32 filers opened a position and 18 filers sold out during the quarter.

Managers
315
13F filers
321
New
32
Added
219
Reduced
48
Sold out
18
Shares held by filers
117,223,779

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Walkner Condon Financial Advisors LLC20,517$706K0.09%+8,58013F-HRTimeline
Pines Wealth Management, LLC20,418$703K0.23%+1013F-HRTimeline
Colonial River Investments, LLC20,294$698K0.25%+2,88813F-HRTimeline
Armstrong, Fleming & Moore, Inc19,184$660K0.28%+10413F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV19,055$656K0.03%+2,31613F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…18,310$630K0.02%+2,27513F-HRTimelineGroup
Strategic Financial Concepts, LLC18,213$627K0.15%+11,80613F-HRTimeline
Advisor Resource Council17,973$618K0.24%-5,93113F-HRTimeline
ADVISORTRUST PARTNERS, LLC17,618$606K0.25%+9,35813F-HRTimeline
Tudor Financial Inc.17,225$593K0.3%+1,22513F-HR/ATimeline
Atria Investments, Inc17,199$592K0.01%new13F-HRTimeline
Balboa Wealth Partners16,625$572K0.1%+50313F-HRTimeline
Prepared Retirement Institute LLC16,326$562K0.28%+2,14013F-HR/ATimeline
Summit Global Investmentsin group Summit Global Investments16,149$556K0.03%+42613F-HRTimelineGroup
Owen LaRue, LLC15,800$544K0.21%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED15,663$539K0.04%+5,37113F-HRTimeline
Arax Advisory Partners15,184$522K0.01%+3,75513F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC14,537$520K0.08%+2,62313F-HRTimeline
McNamara Financial Services, Inc.15,055$518K0.1%+22613F-HRTimeline
Coastal Bridge Advisors, LLC14,935$514K0.04%+8,20013F-HRTimeline
44 WEALTH MANAGEMENT LLC14,773$508K0.18%new13F-HRTimeline
Souders Financial Advisors14,634$504K0.06%new13F-HRTimeline
Lodestone Wealth Management LLC14,226$490K0.19%-21313F-HR/ATimeline
RICHARDS, MERRILL & PETERSON, INC.14,154$487K0.18%+22913F-HRTimeline
OakTrust Wealth Advisors, LLC14,048$483K0.44%-13,84713F-HRTimeline
PFG Investments, LLC13,822$476K0.02%+2,68913F-HRTimeline
Spinnaker Investment Group, LLC13,596$468K0.1%-80713F-HRTimeline
Mayflower Financial Advisors, LLC13,344$459K0.06%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC12,979$447K<0.01%013F-HRTimelineGroup
HUB Investment Partners, LLC12,692$437K0.01%-91513F-HRTimeline
Duncan Williams Asset Management, LLC12,562$432K0.12%new13F-HRTimeline
Modern Wealth Management, LLC12,414$430K0.01%+65213F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…12,338$425K0.02%+4413F-HRTimelineGroup
Southland Equity Partners LLC12,306$423K0.08%+1,41813F-HRTimeline
TD Waterhouse Canada Inc.12,215$423K<0.01%+3,29513F-HRTimeline
INTEGRITY ALLIANCE, LLC.12,279$423K0.02%-23,57113F-HRTimeline
AMERIFLEX GROUP, INC.12,267$422K0.21%new13F-HRTimeline
Jacobi Capital Management LLC12,162$418K0.02%+3,63113F-HRTimeline
MSH Capital Advisors LLC12,124$417K0.09%+24513F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers11,950$411K<0.01%new13F-HRTimelineGroup
MAGNOLIA CAPITAL ADVISORS LLC11,557$398K0.08%+42713F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …11,522$396K0.02%+3,74613F-HRTimelineGroup
Stonebridge Financial Group, LLC / MO11,511$396K0.33%+2,78113F-HRTimeline
WARNER FINANCIAL, INC10,943$377K0.13%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management10,926$376K0.01%013F-HRTimelineGroup
Transcendent Capital Group LLC10,836$373K0.17%+57813F-HRTimeline
Birchwood Financial Partners, Inc.10,770$371K0.36%+5,94213F-HRTimeline
Parsonex Advisory Services, Inc.10,682$368K0.36%-29013F-HRTimeline
Intrua Financial, LLC10,157$350K0.04%+75013F-HRTimeline
SWEENEY & MICHEL, LLC9,642$348K0.1%+2,89113F-HRTimeline
Focus Financial Network, Inc.9,877$341K0.01%new13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.9,700$334K0.03%-5013F-HRTimelineGroup
Kovack Advisors, Inc.9,579$331K0.02%-10013F-HRTimeline
Sanctuary Advisors, LLC9,556$329K<0.01%+41613F-HRTimeline
Financial Perspectives, Inc9,366$322K0.09%+1,08313F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD9,015$310K0.05%+10113F-HR/ATimeline
Vermillion & White Wealth Management Gr…8,960$308K0.18%-4413F-HR/ATimeline
Bill Few Associates, Inc.8,877$305K0.07%new13F-HRTimeline
Prime Capital Investment Advisors, LLC8,831$304K<0.01%+83313F-HRTimeline
Tennessee Valley Asset Management Partn…8,831$304K0.04%+16113F-HRTimeline
Simplicity Wealth,LLC8,718$300K0.02%+36713F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …8,107$279K<0.01%+1,37213F-HRTimelineGroup
Johnson Financial Group, LLC7,850$270K0.02%new13F-HRTimeline
Virtus Wealth Solutions LLC7,720$266K0.05%new13F-HRTimeline
Creative Planningin group Creative Planning7,607$262K<0.01%-4,78513F-HRTimelineGroup
VERUS CAPITAL PARTNERS, LLC7,489$258K0.02%+62013F-HRTimeline
Hobbs Group Advisors, LLC7,240$249K0.07%-713F-HRTimeline
A&I FINANCIAL SERVICES, LLC7,186$247K0.12%-99313F-HRTimeline
Dynamic Advisor Solutions LLC7,179$247K0.01%+1,18013F-HRTimeline
Snowden Capital Advisors LLC6,941$240K0.01%new13F-HRTimeline
U.S. Capital Wealth Advisors, LLC6,825$235K0.01%new13F-HRTimeline
Claro Advisors Inc.6,725$231K0.03%013F-HRTimeline
Gladstone Institutional Advisory LLC6,713$231K0.01%new13F-HRTimeline
Sowell Financial Services LLC6,707$231K0.01%+40413F-HRTimeline
Hobart Private Capital, LLC6,700$231K0.05%+8113F-HRTimeline
NWAM LLC6,678$230K0.01%-1,05513F-HRTimeline
Belpointe Asset Management LLC6,557$226K0.01%new13F-HRTimeline
M.E. ALLISON & CO., INC.6,535$225K0.15%013F-HRTimeline
January Capital Advisors LLC6,523$224K0.3%13F-HRTimeline
Wealth Management Associates, Inc.6,460$222K0.08%new13F-HRTimeline
Nicholson Wealth Management Group, LLC6,392$220K0.13%013F-HRTimeline
HARMONY ASSET MANAGEMENT LLC6,333$218K0.07%+41413F-HRTimeline
Alliance Wealth Advisors, LLC6,274$216K0.1%+50213F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP6,253$215K<0.01%-31513F-HRTimeline
WEDBUSH SECURITIES INC6,089$210K0.01%new13F-HRTimeline
PRIVATE CLIENT SERVICES, LLC6,084$209K0.06%new13F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN5,944$205K0.02%new13F-HRTimeline
J.W. COLE ADVISORS, INC.5,894$203K0.01%-46,20013F-HRTimeline
Lincoln Capital LLC5,870$202K0.04%new13F-HRTimeline
One Day In July LLC5,864$202K0.02%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV4,006$138K0.01%+1,70013F-HRTimeline
Strategic Investment Solutions, Inc. /IL3,437$118K0.03%+1,00013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC2,792$103K0.05%+52013F-HRTimeline
Opal Wealth Advisors, LLC2,516$86.6K0.02%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…2,431$83.7K0.03%013F-HRTimeline
Godfrey Financial Associates, Inc.2,389$82.2K0.07%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.2,000$68.8K<0.01%013F-HRTimelineGroup
Allworth Financial LP1,782$61.3K<0.01%-4413F-HRTimeline
ARVEST INVESTMENTS, INC.1,765$60.7K0.01%013F-HRTimeline
Larson Financial Group LLC1,700$58.5K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,510$52K<0.01%-43513F-HRTimelineGroup
Rossby Financial, LCC1,384$47.9K0.01%+1,32413F-HRTimeline
Anchor Investment Management, LLC1,250$43K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC1,222$42K<0.01%+18913F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …1,147$39.5K0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC1,129$38.8K<0.01%+1,12313F-HRTimelineGroup
BOKF, NAin group BOKF, NA605$20.8K<0.01%013F-HRTimelineGroup
BAYBAN604$20.8K0.02%013F-HRTimeline
Medallion Wealth Advisors, LLC600$20.6K0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC474$16.3K0.01%-6013F-HRTimeline
N.E.W. Advisory Services LLC309$10.6K<0.01%-4,05013F-HRTimeline
CENTRAL TRUST Co308$10.6K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.283$9.74K<0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC158$5.46K<0.01%new13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…139$4.78K<0.01%+13613F-HRTimelineGroup